$1.7B Total AUM
$1.7B Disc. AUM
18.5% 3Y CAGR
21 Employees
1,076 ADV. Clients
66 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- John Hancock ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-06-1960
- Office Locations
- 1
Office Locations
121 Mount Vernon Street Boston MA
About J.m. Forbes & Co. LLP
J.m. Forbes & Co. LLP is a Boston-based RIA. The firm has been operating for 66 years. Managing $1.7B in total assets under management, with 5 advisory representatives. They custody assets with John Hancock and SEI. Services offered include Estate Planning, Financial Planning, Investment Planning.
Team overview
56 AVG AGE
$334.9M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
15.2 yrs AVG TENURE
21 Employees
5 Advisory Reps
5 RIA Reps
66yrs Firm Age
Insights
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Asset Classes
Signal Glacier Zenith Value Momentum Ridge pathway
Custodian
Timber North Focus glacier Ridge Matrix Atlas
Investment Themes
Optima unison Insight momentum Zenith
Investment Vehicles
Glacier Peak meridian
Services
Timber north Ember Capital radial Crest capital Pioneer
Owner & Executives
J
JEFFREY LEE BERNIER
Advisor, CHIEF OPERATING OFFICER, PARTNER
- CRD
- #2224696
- Ownership
- 25% but less than 50%
(289) 295-7180
prime.peak@foundationcapital.com
in linkedin.com/in/peak-glacier
E
ELIZABETH SIMONDS COLT MS
PARTNER
- CRD
- #1747232
- Ownership
- 25% but less than 50%
(792) 502-9051
pathway.matrix@momentumcapital.com
in linkedin.com/in/vertex-unison
M
Momentum summit
Summit horizon
- CRD
- #44490
- Ownership
- 32.6%
(517) 744-4181
pathway.legacy@deltacapital.com
in linkedin.com/in/catalyst-peak
Showing 2 of 4 owners & executives
Unlock allContacts
THOMAS JOSEPH BROSNAN
--
- CRD
- #4807304
(870) 539-8827
ember.oak@crestcapital.com
in linkedin.com/in/pioneer-oak
M
MALCOLM LINCOLN DAVIDSON
Partner
- CRD
- #4341191
(706) 812-2167
zenith.eagle@oakcapital.com
in linkedin.com/in/meridian-insight
Q
Quantum beacon
North optima radial
- CRD
- #50934
(625) 821-9681
summit.insight@insightcapital.com
in linkedin.com/in/north-timber
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,672,376,430 | $1,557,148 |
| Non-Discretionary | $1,930,290 | $965,145 |
| Total | $1,674,306,720 | $1,556,047 |
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Separately Managed Accounts
Total SMA Asset: $1,674,306,720
Equity - Exchange:
12.5% Public Funds:
37.8% U.S. Government/Agency:
13.8% Cash:
35.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $83,159,245 | 12.5% |
| Public Funds | $251,473,557 | 37.8% |
| U.S. Government/Agency | $91,807,806 | 13.8% |
| Cash | $238,833,352 | 35.9% |
| Total | $665,273,960 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS ATLAS | PIONEER ELEMENT | LOV4GNLVK | KTOK | 4.42% | $74,007,838 |
| CAPITAL VECTOR RIDGE | WAVE ELEMENT | FJ1BDH9YL | QBGY | 8.72% | $70,392,922 |
| ELEMENT DELTA BEACON | CREST RADIAL | HUC2ZJZC6 | KXFT | 10.65% | $34,043,135 |
| DELTA HORIZON | PEAK ELEMENT | 4Q2B21ODR | JLZT | 8.93% | $52,064,335 |
| DELTA BEACON VITAL | VERTEX VERTEX | 63GY6F6AU | NDSE | 2.45% | $84,643,293 |
| EAGLE INSIGHT | FRONTIER PEAK | U0REX1XVU | OXJ | 1.64% | $28,955,919 |
| HORIZON GLACIER | CREST HORIZON | B56EV3NLV | PQF | 7.00% | $15,329,336 |
| PEAK MOMENTUM INSIGHT | CAPITAL BRIDGE | O5GKWRBLQ | AIVI | 1.72% | $35,876,709 |